Grounded in experience, driven by innovation, focused on you...
Founded in 1991, Thompson Wealth Management is an SEC registered investment adviser (RIA). We serve as a trusted advisor to a select number of clients who look to us for comprehensive planning and investment management.
Our location in Concord, Massachusetts exemplifies our rich history as an independent investment fiduciary, and as a founding member of the fee-only advice revolution. As tireless advocates for our clients, TWM's practice is set up so that we can think and act in clients' best interests, providing longsighted, careful, and yet always forward thinking stewardship of clients' financial matters.
Shaped by the experience and convictions of our principals, the articulation of these values and best practices on our website serves as both compass and map for our firm and its clients.
New clients by referral only.